Conservative All-Cap Balanced
The Conservative All-Cap Balanced Account has a target stock allocation of 25% - 55%. This allocation changes as our risk indicators direct us to add or reduce equity exposure to the account. We actively manage the fixed income portion of the account with what we feel are high quality iShares and Treasuries.
Composite Benchmark
A static blend of 35% Russell 3000® index , 65% Barclays Aggregate U.S. Govt./Credit Bond Index
LEARN MOREAll-Cap Balanced
The All-Cap Balanced Account has an average allocation of 50% equities. This allocation changes as our risk indicators direct us to add or reduce equity exposure to the account. We actively manage the fixed income portion of the account with what we feel are high quality iShares and Treasuries.
Composite Benchmark
A static blend of 50% Russell 3000® index , 50% Barclays Aggregate U.S. Govt./Credit Bond Index
LEARN MORE60-Plus All-Cap Balanced
The 60+ All Cap Balanced account has a minimum target stock allocation of 60%. This allocation changes as our risk indicators direct us to add or reduce equity exposure to the account. We actively manage the fixed income portion of the account with what we feel are high quality iShares and Treasuries.
Composite Benchmark
A static blend of 70% Russell 3000® index , 30% Barclays Aggregate U.S. Govt./Credit Bond Index
LEARN MOREAll-Cap Equity
The All-Cap Equity Account has a target range of 85% - 100% in equities, with a mix of small, mid, and large capitalization stocks. We weight the stock exposure toward the most advantageous market capitalizations based on our research.